WANG FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WANG FAMILY FOUNDATION (EIN 68-0338738)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349106053
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T17:23:52-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680289709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAL POGGETTO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 STONY CIRCLE FIRST FLOOR | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680338738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WANG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANG | BusinessNameControlTxt |
| Phone | 7072592811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6703 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94581 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS WANG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7072592811 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANCIS | PersonFirstNm |
| Person Last | WANG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON DAL POGGETTO | PreparerPersonNm |
| PTIN | P01477869 | PTIN |
| Phone | 7075453311 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,734,529 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $72,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,051 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,051 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $255,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,342 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $32,679 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,246 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $433 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $149,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,639 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $72,484 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $915 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $915 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $915 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $915 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,570 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,570 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,485 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,846 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,846 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,485 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,331 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,154 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,999 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,447 | CashBOYAmt |
| Cash EOY | $12,796 | CashEOYAmt |
| Cash EOYFMV | $12,796 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $244,248 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $383,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $383,690 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,591,833 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,338,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,338,043 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,865,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,734,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,734,529 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,865,528 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,734,529 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,865,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,734,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,865,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,734,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,865,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,775,269 | SubtotalAmt |
| Other Decreases | $1,040,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,734,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | 2022-02-03 | 2022-12-31 | $37,092 | $40,088 | -$2,996 | -$2,996 |
| PUBLIC TRADED SECURITIES | 2020-08-03 | 2022-12-31 | $218,246 | $170,908 | $47,338 | $47,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,342 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,996 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,018 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,018 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | FRANCIS WANG | IndividualWithBooksNm |
| Phone | 7072592811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6703 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANCIS WANG | ||||||||
| PO BOX 6703 | NAPA | CA | 94581 | EXECUTIVE DIRECTOR | 20.00 | $0 | $0 | $0 |
| LAURA YOUNG | ||||||||
| PO BOX 6703 | NAPA | CA | 94581 | MANAGING DIRECTOR | 10.00 | $0 | $0 | $0 |
| ELIZABETH WANG | ||||||||
| PO BOX 6703 | NAPA | CA | 94581 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MORGAN WANG CARLSON | ||||||||
| PO BOX 6703 | NAPA | CA | 94581 | DIRECTOR | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA DELGADO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6703 | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SENIOR PROGRAM OFFIC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $86,809 | CompensationAmt |
| Employee Benefits | $4,252 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UC BERKELEY - UNIVERSITY OF CALIFORNIA AT BERKELEY - THE FOUNDATION CONTINUES ITS SUPPORT OF VARIOUS INITIATIVES AT UC BERKELEY. THE FOUNDATION SUPPORTED THE ESTABLISHMENT OF THE UC BERKELEY WAR CRIMES STUDIES CENTER. IT SUPPORTS INITIATIVES AT THE UNIVERSITY'S HEARST MUSEUM THE LAW SCHOOL VARIOUS DEPARTMENTS IN THE UNIVERSITY'S DIVISION OF ARTS AND SCIENCES, THE UC BERKELEY LIBRARY INCLUDING THE EAST ASIA LIBRARY AS WELL AS THE UC BERKELEY FOUNDATION. | Description1Txt |
| Expenses1 | $69,754 | Expenses1Amt |
| Description2 | INTERNATIONAL ASSOCIATION OF LAW SCHOOLS - THE INTERNATIONAL ASSOCIATION OF LAW SCHOOLS IS A NON-PROFIT LEARNED SOCIETY OF LAW SCHOOLS AND PROFESSORS OF LAW OF ABOUT 250 UNIVERSITY MEMBERS FROM AROUND THE WORLD REPRESENTING MORE THAN 60 COUNTRIES. THE FOUNDATION CONTINUES ITS EFFORTS TO ASSIST THE ASSOCIATION IN ADVANCING ITS GOAL OF IMPROVING LEGAL EDUCATION BY LEARNING FROM EACH OTHER. THE FOUNDATION PROVIDES ADMINISTRATIVE, LOGISTIC AND INTELLECTUAL SUPPORT FOR THE ASSOCIATION'S PROGRAMS INCLUDING ITS DOCTRINAL STUDY GROUPS, ITS EVALUATION, ASSISTANCE AND CERTIFICATION PROGRAM, ITS BOARD AND COMMITTEES, AS WELL AS MEMBERSHIP AND OPERATIONAL FUNCTIONS. | Description2Txt |
| Expenses2 | $127,086 | Expenses2Amt |
| Description3 | INTERNATIONAL LAW STUDENTS ASSOCIATION - SUPPORT THE WORK OF THE ASSOCIATION IN ITS JESSUP INTERNATIONAL MOOT COURT COMPETITION FOR LAW STUDENTS FROM OVER 60 COUNTRIES IN WRITTEN AND ORAL COMPETITION ON AN INTERNATIONAL LAW ISSUE TO BE ARGUED BEFORE THE INTERNATIONAL COURT OF JUSTICE. | Description3Txt |
| Expenses3 | $1,000 | Expenses3Amt |
| Description4 | CORNELL LAW SCHOOL - DONATION TO CLASS OF '72 SCHOLARSHIP FOR 1ST GENERATION COLLEGE STUDENTS IN FINANCIAL NEED IN ATTENDING THE LAW SCHOOL. DONATIONS TO THE ANNUAL FUND AND OUT OF POCKET EXPENSES FOR WORK ON THE VISITING COMMITTEE OF THE LAW SCHOOL | Description4Txt |
| Expenses4 | $32,006 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,882,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,171,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,171,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,108,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,331 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,331 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1995-11-06 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $68,999 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $68,999 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $58,649 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $58,649 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,331 | CurrentYearAmt |
| Year1 | $335,300 | Year1Amt |
| Year2 | $2,478,253 | Year2Amt |
| Year3 | $588,945 | Year3Amt |
| Total | $3,641,829 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,331 | CurrentYearAmt |
| Year1 | $335,300 | Year1Amt |
| Year2 | $2,478,253 | Year2Amt |
| Year3 | $588,945 | Year3Amt |
| Total | $3,641,829 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,734,529 | CurrentYearAmt |
| Year1 | $4,865,528 | Year1Amt |
| Year2 | $4,074,780 | Year2Amt |
| Year3 | $2,695,508 | Year3Amt |
| Total | $15,370,345 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,734,529 | CurrentYearAmt |
| Year1 | $4,865,528 | Year1Amt |
| Year2 | $4,074,780 | Year2Amt |
| Year3 | $2,695,508 | Year3Amt |
| Total | $15,370,345 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANCIS WANG | ContributingManagerNm |
| Contributing Manager | LAURA YOUNG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL LAW STUDENTS ASSOCIATION | |||||||||
| 701 13TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | LEGAL EDUCATION MOOT | $1,000 | ||||
| UC BERKELEY | |||||||||
| UNIVERSITY OF CALIFORNIA BERKELEY | BERKELEY | CA | 94720 | PHEOBE HEARST MUSEUMSTUDENT SCHOLARSHIPS EAST ASIAN LIBRARY CENTER FOR CHINESE STUDIES | $69,754 | ||||
| INTERNATIONAL ASSOCIATION OF LAW SCHOOLS | |||||||||
| CORNELL LAW SCHOOL C/O B HOLDEN SM | ITHACA | NY | 148539014 | SUPPORT ADMINISTRATIVELY, LOGISTICALLY, AND INTELLECTUALLY FOR THE IALS IN ITS WORK TO IMPROVE LEGAL EDUCATION BY LEARNING FROM EACH OTHER. | $127,086 | 124 MYRON TAYLOR HALL | |||
| CORNELL LAW SCHOOL | |||||||||
| 124 MYRON TAYLOR HALL | ITHACA | NY | 148539014 | DONATION TO CLASS OF '72 SCHOLARSHIP FOR 1ST GENERATION COLLEGE STUDENTS IN FINANCIAL NEED IN ATTENDING THE LAW SCHOOL. DONATIONS TO THE ANNUAL FUND AND OUT OF POCKET EXPENSES FOR WORK ON THE VISITING COMMITTEE OF THE LAW SCHOOL." | $32,006 | ||||
| KOZMINSKI UNIVERSITY FOUNDATION | |||||||||
| TO ASSIST LAW SCHOOL IN LEGAL EDUCATION IMPROVEMENT PROGRAM. | $1,000 | 57/59 JAGIELLONSKA ST | WARSAW | PL | |||||
| FRIENDS OF UKRAINIAN JESSUP INC | |||||||||
| 1200 NW NAITO PARKWAY STE 200 | PORTLAND | OR | 97209 | ASSIST UKRAINIAN JESSUP STUDENT PARTICIPANTS IN JESSUP INTERNATIONAL MOOT COURT PROGRAM | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,846 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,051 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,246 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,342 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX REWARDS CREDIT | Desc |
| Exclusion | 03 | ExclusionCd |
| Exclusion | $433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $149,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,072 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $3,338,043 | EOYBookValueAmt |
| EOYFMV | $3,338,043 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET UNREALIZED DEPRECIATION OF INVESTMENTS | Desc |
| Amt | $1,040,740 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OPERATING EXPENSES - WEBSITE SOFTWARE, LICENSE FEES, BANK CHARGES, SUPPLIES | $2,425 | $2,425 | $2,425 | $2,425 |
| ASLI | $145 | $145 | $145 | $145 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | $32,246 | $32,246 | $0 |
| AMEX REWARDS CREDIT | $433 | $433 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER TAXES | CategoryTxt |
| Amt | $915 | Amt |
| Net Investment Income | $915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $915 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $915 | DisbursementsCharitablePrpsAmt |
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